在手机上看完了Met_老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

在手机上看完了Meta Connect 2026，

看来muse已经把Manus和Monica的能力很好地内化了，

加上一些产品体验，再加上Facebook ins WhatsApp等海量用户和优势。

muse打通了眼镜，Agent，VR……

也打通了Stripe，PayPal，Walmart……

赋能个人的超级智能……走进百姓家……

小扎做眼镜👓，搞AI，是认真的。

$Meta Platforms, Inc.(META)$ $英伟达(NVDA)$ $迈威尔科技(MRVL)$

Meta逆势涨1.02%，1299美元VR眼镜能定义下个入口？

Meta(META)隔夜逆势收涨1.02%，成为红盘中少数亮点，催化是Meta Connect大会——公司发布1299美元的VR眼镜与无摄像头版智能眼镜，扎克伯格更透露Muse AI代理将从每笔交易中抽取小额费用。硬件与AI变现的双线叙事被重新点燃，"Muse开始收过路费"意味着它正从功能走向商业模式。多头认为设备+抽成是平台级现金流的雏形，空头担心1299美元定价过高、消费级VR渗透仍慢。当Muse开始对交易抽成，Meta的AI入口故事这次能落地成钱吗？

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WhatsApp等海量用户和优势。</p>\n<p>muse打通了眼镜，Agent，VR……</p>\n<p>也打通了Stripe，PayPal，Walmart……</p>\n<p>赋能个人的超级智能……走进百姓家……</p>\n<p>小扎做眼镜👓，搞AI，是认真的。</p>\n<p><a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a>&nbsp;</p><img src=\"https://static.tigerbbs.com/59fdb1f7e0c218399ac07266465a4cf7\" tg-width=\"1320\" tg-height=\"895\"><img src=\"https://static.tigerbbs.com/1d3a6da22b26d013ed5493352f37c407\" tg-width=\"1320\" tg-height=\"903\"><img src=\"https://static.tigerbbs.com/ec05fe8089e2f0994f59041ec82dfe57\" tg-width=\"1320\" tg-height=\"900\"></body></html>","htmlText":"<html><head></head><body><p>在手机上看完了Meta Connect 2026，</p>\n<p>看来muse已经把Manus和Monica的能力很好地内化了，</p>\n<p>加上一些产品体验，再加上Facebook ins WhatsApp等海量用户和优势。</p>\n<p>muse打通了眼镜，Agent，VR……</p>\n<p>也打通了Stripe，PayPal，Walmart……</p>\n<p>赋能个人的超级智能……走进百姓家……</p>\n<p>小扎做眼镜👓，搞AI，是认真的。</p>\n<p><a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$&nbsp;</a>&nbsp;</p><img src=\"https://static.tigerbbs.com/59fdb1f7e0c218399ac07266465a4cf7\" tg-width=\"1320\" tg-height=\"895\"><img src=\"https://static.tigerbbs.com/1d3a6da22b26d013ed5493352f37c407\" tg-width=\"1320\" tg-height=\"903\"><img src=\"https://static.tigerbbs.com/ec05fe8089e2f0994f59041ec82dfe57\" tg-width=\"1320\" tg-height=\"900\"></body></html>","text":"在手机上看完了Meta Connect 2026， 看来muse已经把Manus和Monica的能力很好地内化了， 加上一些产品体验，再加上Facebook ins WhatsApp等海量用户和优势。 muse打通了眼镜，Agent，VR…… 也打通了Stripe，PayPal，Walmart…… 赋能个人的超级智能……走进百姓家…… 小扎做眼镜👓，搞AI，是认真的。 $Meta Platforms, Inc.(META)$ $英伟达(NVDA)$ 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